+96.3%
VTRS vs AMDL
+102.5%
-6.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -17.6% | +18.3% | +1.5% |
| 7D | +4.6% | +37.2% | -32.6% | +2.9% |
| 30D | +19.4% | -24.0% | +43.4% | +19.3% |
| 3M | +30.8% | -1.0% | +31.8% | +28.8% |
| 6M | +21.6% | -3.2% | +24.9% | +17.4% |
| YTD | +71.2% | +232.2% | -161.0% | +48.8% |
| 1Y | +97.6% | +137.7% | -40.1% | +75.2% |
| All | +96.3% | +102.5% | -6.2% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMDL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling